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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,413 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,500 | $60,261-67.6% | $81,783-76.2% | $74,546-73.8% |
| Participation rate | 85.9% | 62.9%+23.0pp | 72.4%+13.5pp | 67.2%+18.6pp |
| Annual return | 10.95% | 16.88%-5.9pp | 775.05%-764.1pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,774 | $3,388-18.1% | $4,320-35.8% | $4,347-36.2% |
| Admin fee / account holder | $94 | $1,482-93.7% | $7,380-98.7% | $1,944-95.2% |